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Estate Planning for the Family Business Owner--2004

Are you planning for the succession of the family business by using the latest techniques to preserve the value of the business and reduce estate taxes? These materials provide a comprehensive overview of estate planning techniques for the family business owner. The course covers the life cycle of the closely held business, from choice of entity to estate administration, including getting the business ready to sell, with primary attention to tax and estate planning issues, but keeping in mind that there are significant non-tax questions that require attention. CK001

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Coursebook Forms:

Through the Looking Glass: The Future of Estate and Financial Planning (with Durable POA Form) (2004) (39 pp) $29.00

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Buy-Sell Agreements and Related Tax Issues for the Closely Held Business (with Sample Forms) (2004) (158 pp) $49.00

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Getting the Family Business Ready to Sell (with Sample Forms) (2004) (56 pp) $39.00

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Implementation and Documentation of the Succession Plan (with Forms): Benefits and Mission Statement (72 pp) $39.00

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Implementation and Documentation of the Succession Plan (with Forms): Administering Family Business Succession (203 pp) $49.00

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Getting Money Out of the Family Business, Including Various Retirement Plans (With Sample Clauses) (42 pp) $29.00

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Coursebook Papers:

Selection of Entity Issues; Planning Changes in Light of the 15% Solution (40 pp) $29.00

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Practical and Creative Uses of Life Insurance in the Closely Held Business (46 pp) $29.00

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Dealing with Divorce in the Family Business (32 pp) $29.00

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Update of Transfer Planning Issues (100 pp) $39.00

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Can You Bulletproof Family Limited Partnerships and Limited Liability Companies? (12 pp) $29.00

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Pooh and the Honey Pot: Making the Honey Last a Very Long Time! (34 pp) $29.00

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Post Mortem Tax Elections Affecting Closely Held Business (54 pp) $39.00

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Asset Protection Planning for the Family Business Owner (132 pp) $49.00

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Estate Administration – A Review of Income, Gift, and Estate Tax Planning Issues (243 pp) $49.00

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GST Fix-Ups: More Flexibility with More Complexity (26 pp) $29.00

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§643 Regulations: Use of Non-Charitable Unitrusts and Other Issues Raised Under the Final Regulations (34 pp) $29.00

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Planning with the Phase-Out of the State Death Tax Credit: Working with the Credit Shelter Bequest after EGTRRA (56 pp) $39.00

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Getting Money Out of the Family Business, Including Various Retirement Plans (42 pp) $29.00

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Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Estate Planning
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